Civic Intelligence

Alabama Financial Services Association

EIN 63-0416627 • 501(c)6 • Pelham, AL

Profile

Promotion of the financial industry to the public

PO Box 1027Pelham, AL 35124

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

44th percentile

-1.8%

Higher net margin than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

37th percentile

-8.4%

Faster asset growth than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$7,298

Down $671 (-8.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$7,298

Down $671 (-8.4%) from 2014

Revenue

Up

$36,500

Up $4,500 (+14%) from 2014

Expenses

Down

$37,171

Down $9,155 (-20%) from 2014

Net Income

Up

-$671

Up $13,655 (+95%) from 2014

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $100,952Liabilities 2010: $0Net Assets 2010: $100,9522010Assets 2011: $78,359Liabilities 2011: $0Net Assets 2011: $78,3592011Assets 2012: $46,277Liabilities 2012: $0Net Assets 2012: $46,2772012Assets 2013: $22,295Liabilities 2013: $0Net Assets 2013: $22,2952013Assets 2014: $7,969Liabilities 2014: $0Net Assets 2014: $7,9692014Assets 2015: $7,298Liabilities 2015: $0Net Assets 2015: $7,2982015

Highlighted filing

2015

Assets$7,298
Liabilities$0
Net Assets$7,298

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $40,757Expenses 2010: $63,156Net Income 2010: -$22,3992010Revenue 2011: $56,418Expenses 2011: $79,011Net Income 2011: -$22,5932011Revenue 2012: $30,388Expenses 2012: $62,470Net Income 2012: -$32,0822012Revenue 2013: $31,845Expenses 2013: $55,827Net Income 2013: -$23,9822013Revenue 2014: $32,000Expenses 2014: $46,326Net Income 2014: -$14,3262014Revenue 2015: $36,500Expenses 2015: $37,171Net Income 2015: -$6712015

Highlighted filing

2015

Revenue$36,500
Expenses$37,171
Net Income-$671

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 27, 2016
Return Version
2015v2.1
Gross Receipts
$36,500
Mission and Program Overview

Mission

Promotion of the financial industry to the public

Program Services

DescriptionGrantsExpenses
PROMOTION OF THE FINANCIAL INDUSTRY TO THE PUBLIC THROUGH MEETINGS AND CONVENTIONS$0$0
CONTINUING EDUCATION PROVIDED FOR MEMBERS TO ASSIST IN LEARNING ISSUES RELEVANT TO THE INDUSTRY.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE WHITAKERSecretary-$0--
ALAN WESTVice President-$0--
ALLISON KINNEYPresident-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$18,935
Current Year Nondeductible Lobbying and Political Cost$18,000
Filing and Contact Details

Filer

Filer Name
Alabama Financial Services Association
EIN
63-0416627
Phone
2052124992
Address
PO BOX 1027, PELHAM, AL 35124

Signing Officer

Name
Allison Kinney
Title
President
Phone
2052124992
Signed
2016-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
7550 HALCYON SUMMIT DRIVE, MONTGOMERY, AL 36117
Preparer
Willis a Teel Jr CPA
Phone
3342716678
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: taxes & licenses . Amount: 21.

Raw XML Appendix113 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALLISON KINNEY
IRS990EZ/BooksInCareOfDetail/PhoneNum02052124992
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1027
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PELHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035124
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07969
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07298
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-671
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt037150
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07969
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07298
IRS990EZ/GrossReceiptsAmt036500
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt036500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07969
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07298
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07969
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07298
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE WHITAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALAN WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLISON KINNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt021
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF THE FINANCIAL INDUSTRY TO THE PUBLIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF THE FINANCIAL INDUSTRY TO THE PUBLIC THROUGH MEETINGS AND CONVENTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONTINUING EDUCATION PROVIDED FOR MEMBERS TO ASSIST IN LEARNING ISSUES RELEVANT TO THE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd01
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt037171
IRS990EZ/TotalRevenueAmt036500
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AggregateReportedDuesNtcAmt027375
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt036500
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0935
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt018000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt018935
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-8440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TAXES & LICENSES . AMOUNT: 21.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON KINNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02052124992
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALABAMA FINANCIAL SERVICES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ALAB
ReturnHeader/Filer/EIN0630416627
ReturnHeader/Filer/PhoneNum02052124992
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1027
ReturnHeader/Filer/USAddress/CityNm0PELHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035124
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07550 HALCYON SUMMIT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036117
ReturnHeader/PreparerPersonGrp/PhoneNum03342716678
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIS A TEEL JR CPA
ReturnHeader/ReturnTs02016-05-09T16:14:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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